Its earnings reported last week were in line with expectations although it missed on the media side. They have done their capital expenditures, have consolidated the SHAW assets and are a year ahead of schedule on cost savings. It trades at 6X operating cash flow and more of free cash flow will go to dividend payments. He is not really concerned about there now being 4 players in the wireless space since wireless continues to grow with usage and penetration.             Buy 17  Hold 1  Sell 0 (Analysts’ price target is $71.44 ..read more

It is down 60% from its peak and trading at 10X forward earnings with a 6% dividend yield, It took the windfall cash from the Covid vaccines, etc. and re-invested in new growth areas such as cancer, diabetic and weight loss treatments/ drugs., It is out of favour and there is potential for growth.Buy 11  Hold 15  Sell 0 (Analysts’ price target is $31.76 ..read more

There is still lots of spending on AI which is still in the early stages. It has done an incredible job of migrating to online and mobile advertising and is a dominant player. The productivity for advertisers using these platforms is increasing dramatically. It has many applications and is trading at a multiple of only 20 times.                 Buy 62  Hold 7  Sell 2 (Analysts’ price target is $527.12 ..read more

Exchange traded product, but can trade away from NAV. Largest physical Uranium investment fund. A.I. and tech will require a lot of energy. Traditional energy sources not able to provide enough energy supply. Nuclear technology getting better - will be source of energy going forward.  ..read more

Under weighted on S&P 500. Commodity demand with electrification. Acts as a hedge on inflation. Geopolitical pressures also increase value of silver (hard assets). Upside for patient investors.  ..read more

Excellent exposure to energy sector. Equal weight across the energy sector. Yield ~4.2% with a low management expense ratio. Energy cycle favorable to investors. 4% energy sector weighting on S&P 500 (traditionally higher) indicating room for further gains in sector as a whole.  ..read more

Another contrarian pick. Has a place in a diversified equity portfolio. Strong brand, blue chip. Conservative investment. Long-life, high-quality assets. Very attractive multiple is at 10-year low, cheaper than stock market and of higher quality. Yield is close to 9%.Higher rates have pressured the share price of this interest-sensitive stock. High yield competes with higher bond returns. Increased competition has impacted share price. Regulatory environment has been challenging, with calls to share its network. (Analysts’ price target is $51.87 ..read more

Global leader. Very well diversified geographically. Most revenue comes from fuel; the rest comes from snacks, lottery tickets, and merchandise. Serial acquirers, most recently from Total. Strong fundamentals, good profitability, attractive multiple. Yield is 0.9%. (Analysts’ price target is $86.29 ..read more

A contrarian idea, which is how you make outsized returns. Has assembled a nice portfolio of brands over time. Nice job steering customers away from online competition by focusing on bulkier items. Price down due to recession fears. A reversion-to-the-mean play, aiming for 60% return back to all-time high of $215, plus impressive dividend. Yield is 5.2%.Consumer pullback in spending during a recession is not a risk unique to CTC.A. All retailers face this. Very good profitability, strong balance sheet, trades at 12x earnings. (Analysts’ price target is $150.33 ..read more

Stockchase Research Editor: Michael O'Reilly We reiterate this company that is bringing AI integration to customers of Microsoft across multiple platforms including AWS and Google Cloud.  We like that cash reserves are growing, whiles shares are aggressively bought back and debt is retired.  It trades at 17x earnings and supports a ROE over 90%.  Its modest dividend is backed by a payout ratio under 50% of cash flow.  We recommend trailing up the stop (from $14.00) to $15.50, looking to achieve $22 — upside potential of 22%.  Yield 2.8% (Analysts’ price target is $21.7 ..read more